Bay Street Hospitality delivers a disciplined, quantamental investment strategy focused exclusively on the global hotel sector. The fund is structured to provide allocators with diversified exposure to hotel assets across a spectrum of geographies, tiers, and operating models—balancing income, stability, and growth through both public and private markets.
Bay Street Hospitality applies a dual-layered methodology—integrating quantitative analytics with fundamental sector expertise. This quantamental approach enables the identification of mispriced assets, emerging themes, and untapped joint venture opportunities within the global hospitality landscape. The fund leverages proprietary data models, macroeconomic overlays, and direct market intelligence to enhance investment precision and capital deployment efficiency.
The fund maintains a global investment footprint with active exposure in the United States, India, Portugal, Mexico, and select Southeast Asian markets. Geographic selection is driven by rigorous evaluation of tourism trends, economic momentum, and sovereign stability. Strategic partnerships with top-tier operators and developers enable the firm to structure tax-efficient joint ventures and flexible capital solutions, enhancing both returns and execution certainty.
Bay Street Hospitality targets value creation across a broad range of hospitality asset classes—from select-service and midscale properties to full-service and luxury hotels. This diversified tier exposure is designed to mitigate sector concentration risk while capturing varying demand cycles and yield profiles. The fund emphasizes stable cash-flowing assets with embedded value-add potential and long-term appreciation prospects, aligned with the structural outperformance trajectory of the hotel sector.
Portfolio construction is underpinned by disciplined risk management. The fund prioritizes exposure to countries with strong macroeconomic indicators, supportive tourism policy, and institutional-friendly regulatory environments. Downside protection is reinforced through local currency hedging, comprehensive legal structuring, and dynamic exit planning. The objective is clear: protect capital while positioning the fund to benefit from secular tailwinds driving global hospitality growth.
In addition to direct investments in private hotel assets, the fund deploys capital through a quantamental public equity strategy targeting listed hospitality operators, REITs, and ecosystem platforms. This approach enhances market intelligence, improves liquidity management, and complements the fund’s private market positioning.
Bay Street Hospitality is a diversified hotel fund series for allocators seeking quant-driven exposure across top countries, operators, and hotel tiers. The fund targets a diversified portfolio in both high-growth emerging markets and stable developed markets, optimizing risk-adjusted returns. The leadership provides structured equity and pivotal strategic guidance to hotel-related investments. The fund establishes joint ventures with best-in-class partners, focusing on deal flexibility, currency considerations, tax efficiency, and clear exit strategies.
